Qualifications
& Memberships
- Certified Financial Planner
- Diploma of Financial Planning
- Member of Financial Planning Association of Australia
- Fellow Chartered Financial Practitioner
Areas of
Expertise
Our firm has been in business since 1983. We specialise in helping pre-retirees and young married professionals create wealth with integrity and peace of mind. We build enjoyable long-term relationships with you, to ensure that you reach your lifestyle goals. Through our ongoing review program, we take advantage of those opportunities that are suitable for you. By giving you confidence about your financial future, you can focus on the areas of your life that are more important to you. We work with you to develop practical strategies in an easy to understand format that helps you achieve your financial and lifestyle objectives. We also strive to provide a high level of caring, personal service to our clients.
Meet our team
A Financial planner since 2000 and became a Director and the Practice Principal…
Wendy commenced in the Financial Services industry in 1989 where she worked…
Rikki has been working in financial planning since 2013 and became an authorised…
